You’ve heard me say it a million times by now.

It’s going to be really difficult to make money long most stocks or crypto the rest of the year if the US Dollar remains strong.

Check out last night’s video about what we’re doing about it.

We got just a little bit of Dollar weakness starting in mid-July and stocks ripped higher. Thousands of points added to the Dow, Ethereum doubled and the average stock on the Nasdaq rallied over 40%.

We saw one of the most historic short-squeezes in history. And all it took was just a little bit of Dollar weakness. It wasn’t even that much.

But then once that Dollar strength came back last month, the bid in stocks and crypto disappeared.

Here’s a zoomed out look at the negative correlation between stocks and the Dollar: [Read more…]

There’s one major catalyst that can be a wrecking ball in a potential bull market for stocks.

What’s going to stop a year-end rally?

I think if there’s anything that can stop it, it’s further strength in the US Dollar.

This summer, the markets have only reiterated the negative correlation between stocks and the US Dollar.

A little bit of dollar weakness over the past 6 weeks, or lack of progress to be more accurate, sparked a rally in stocks and crypto assets.

But as Dollar strength came back recently, the pressure on stocks and crypto has returned.

So let’s take a closer look. [Read more…]

The market has set the stage.

From a seasonal perspective, the back half of the year should be strong.

When you consider the bearish sentiment readings we’re coming off of this summer, a massive shift in sentiment into year end makes perfect sense.

We’ve seen the breadth improvement, as we get more and more stocks making new short-term highs, and now sector rotation has started to kick in.

SO WHAT’S THE CATALYST? [Read more…]